Automation for marketing · Runs every Friday at 16:00
Signup and pipeline shifts
Emerging lead segments and audience changes spotted across your pipeline. Your assistant runs it every Friday at 16:00 and tells you when something needs your attention.
Signup and pipeline shifts — Sep 18
Automation run • Sep 18
Signup and pipeline shifts
Output
Wholesale pipeline interest is shifting toward coastal gift and outfitter accounts, while inbound general mercantile leads have stalled.
Here are the two meaningful shifts across HubSpot and Google Analytics for Harbor & Pine this week, measured against the trailing four-week baseline.
1. Independent outfitter inquiries are accelerating
- What changed: Accounts with a curated apparel and outdoor focus are progressing faster through discovery into proposals.
- Evidence: Driftline Supply Co moved to proposal sent at $18,400 with Noor Hale, and Kestrel & Finch completed discovery with Bram Ives at $9,600. Google Analytics also shows a 24 percent lift in views on wholesale catalog pages from referral traffic.
- Marketing takeaway: Outfitter buyers are responding strongly to seasonal apparel lines like Cascade Merino Crew and Ridgeline Rain Shell.
- Suggested move: Cal Brook has active discussions with both accounts. Consider shaping next week's email content around fall outerwear layering to support this group.
2. Traditional general mercantile leads have gone quiet
- What changed: Inbound requests from broad mercantile stores slowed down, and existing conversations are pausing.
- Evidence: The Saltmarsh General deal ($6,200, Tess Rook) has had no activity since August 20. New mercantile signups across the site dropped to zero this week.
- Marketing takeaway: General merchants may be holding open budgets until later in the season, or our current messaging feels too technical for them.
- Suggested move: Hold paid acquisition spend aimed at broad retail trades until we review Saltmarsh General with Cal.
Direct store web traffic held steady across core home goods, with Basalt Enamel Mug and Alder Wool Throw continuing normal volume.
Automation steps. Your assistant follows these 4 steps each time it runs, using your connected CRM.
- 01
Each Friday, look across my CRM, and product analytics if connected, at who signed up and entered the pipeline this week against the recent baseline.
- 02
Find the shifts that matter: a new industry or persona gaining traction, a channel bringing a different kind of lead, a segment speeding up or going quiet.
- 03
For each, say what changed, the evidence, what it might mean for targeting or messaging, and a suggested next move.
- 04
Lead with the story and keep numbers as support, and ignore normal noise.
Adjust the automation in chat
Tell your assistant what to do differently and it sets up that version for you.
- Focus only on wholesale deal stages above $10,000 in value.
- Highlight traffic changes from specific referral channels.
- Alert me immediately if a stale deal resumes activity.
Results arrive as a message from your assistant. Each run posts to your conversation with your assistant, and can email you too. The automation keeps a log in your knowledge base and reads it before each run to see what has changed.
Adjustable schedule
Runs every Friday at 16:00 by default. Pick another time when you add it, or ask in chat for a custom schedule.
Only useful reports
When nothing needs attention, the run says so in a line or stays quiet. When there are findings, you get them with a link to the full run.
What it does on its own
Analyzes weekly signup and pipeline trends for you. Changes nothing in your systems. An automated run has no tool that sends, posts, shares, or deletes anything.
This automation reads your CRM. Connect HubSpot, Attio, or Affinity to Fieldwork. The automation uses whichever you connect. It also uses your web analytics when connected.
More automations for marketing.
Questions about this automation.
- How do I set this up?
- Open your assistant on the Agents page in Fieldwork, locate this automation in the job library, and choose Add. You can link your CRM and web analytics during setup, and the analysis will start on its suggested Friday 4:00 PM schedule.
- Does this automation edit my CRM or analytics data?
- No. It reviews your weekly data to spot meaningful shifts, but it never alters pipeline stages, edits contact fields, or sends any messages.
- Where will I receive each weekly shift report?
- Your summary arrives as a message inside your chat conversation with your assistant, and Fieldwork can email it to you as well. If no notable changes occur during the week, it will let you know concisely or stay quiet.
- Can I run this analysis before Friday afternoon?
- Yes. You can ask your assistant in chat to analyze pipeline and signup shifts at any time for an updated snapshot.
Security first
No training on your data
Neither we nor our model providers train on your data. Inference runs with zero retention wherever the provider supports it.
Access
Agents only see what the person asking can see. Conversations, files, apps and connections stay private until shared, and admins have no way into conversations.
Encryption and isolation
Data is encrypted at rest and in transit. Each user's code runs in its own microVM, and secrets reach models by name only.
Continuity
Continuous backups, replicated to a second region. Data is exported on request and deleted within 30 days of a contract's end.